Company Overview

For more than 25 years, we’ve provided cost-effective employee benefits and HR services, transparent pricing, and personalized, quality service to every client. We go the extra mile to develop long-term relationships and build strong partnerships with each client we serve. We help our clients focus on running—and growing—their businesses. Bonded by shared goals, we’re a data-driven and results-focused company committed to solving any HR issue, big or small.

Position Description: Responsible for building, identifying, and developing insurance agents, broker, and benefit consultant sales channel to represent Professional Employer Organization (PEO) services. Candidate must have presentation skills and be comfortable presenting to the sales channel and their clients.

Roles & Responsibilities:

• Find and develop Broker driven sales channels through networking, referrals, cold calling, business development through support organizations.
• Responsible for concurrently moving prospects through stages of sales process including, on site meetings, request for proposal data gathering, benefits comparison, proposal presentation, and onboarding meeting.
• Directly involved in the ongoing relationship management of accounts and retention
• Represents company at various industry conferences and events
• Remains current on PEO industry changes and competition

Education & Experience Qualifications:

• Bachelor’s Degree in Marketing, Business Administration, Management, or related field or equivalent experience.
• Minimum of three successful years of Professional Employer Organization sales required.

• Prior experience in presenting and selling a service or service-oriented product is preferred
• Experience in selling to Broker Channel Partners
• Sales experience in cold calling/prospecting over the phone and/or in person.
• Candidate should have strong organization, analysis, presentation, communication and listening skills.
• Prism experience preferred
• Salesforce experience preferred
• Licensing preferred
• Broker book of business preferred
• Experience in developing and grooming a broker book of business

Skills and Personal Qualifications:

• Seasoned experience using Microsoft office products
• Ability to take initiative to develop new strategies and outside-the-box ideas
• Ability to think both tactically and strategically, including high levels of self-direction
• Ability to take direction and work collaboratively
• Goal oriented and flexible
• Excellent time-management skills
• Excellent communication skills
• Punctuality, reliability, and integrity a must

Success Characteristics:

• Problem solver
• Self-motivated individual who takes ownership
• Positive attitude
• Results oriented
• Comfortable with ambiguity